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Muni Top 5 Insights Mid Year Update
MacKay Municipal Managers’ Top 5 Muni Insights, shaped by first-half 2025 trends, spotlight compelling yields, resilient credit fundamentals, and opportunities for active investors amid record supply and market inefficiencies.
Muni Top 5 Insights Mid Year Update
MacKay Municipal Managers’ Top 5 Muni Insights, shaped by first-half 2025 trends, spotlight compelling yields, resilient credit fundamentals, and opportunities for active investors amid record supply and market inefficiencies.
Convertibles 3Q 2025 Outlook
Convertible bonds continue to demonstrate their asymmetric return potential, offering equity-like upside with downside resilience amid a strong issuance environment and disciplined positioning.
Emerging Market Debt 3Q 2025 Outlook
Emerging market debt remains supported by strong fundamentals, USD weakness, and asset allocation shifts, setting the stage for continued outperformance across sovereign and corporate segments.
Emerging Markets Debt 3Q 2025 Outlook
Emerging market debt remains supported by strong fundamentals, USD weakness, and asset allocation shifts, setting the stage for continued outperformance across sovereign and corporate segments.
Global Fixed Income 3Q 2025 Outlook
While yields remain compelling, tight credit spreads and macro uncertainty call for a focus on high-quality assets, active security selection, and careful duration management.
High Yield 3Q 2025 Outlook
High yield markets continue to benefit from strong fundamentals and resilient demand, despite tighter spreads and limited new issuance. We believe attractive yields and improving credit quality support a constructive outlook.
High Yield 3Q 2025 Outlook
High yield markets continue to benefit from strong fundamentals and resilient demand, despite tighter spreads and limited new issuance. We believe attractive yields and improving credit quality support a constructive outlook.
Back from the Brink
Trade de-escalation supports modest growth, but inflation risks, housing headwinds, and weaker labor supply may limit momentum and delay Fed easing.